TORTX Mutual Fund
TORTX Mutual Fund
TORTX Mutual Fund
Tortoise Energy Infrastructure Total Return Fund Class A
TORTX Mutual Fund Overview
TORTX Mutual Fund (Tortoise Energy Infrastructure Total Return Fund Class A) is managed by TortoiseEcofin Funds with $348.2M in net assets. TORTX expense ratio is 1.17%, holding 25 positions across sectors including Energy, Utilities, Financials. Inception date: 2011-05-31.
TORTX performance shows a YTD return of 29.67%. The 1-year return is 38.01% and the 5-year return is 20.83%. TORTX dividend yield stands at 3.63%, paid quarterly.
TORTX top holdings include Targa Resources Corp Preferred (10.9%), Cheniere Energy Inc. (10.4%), Williams Cos. Inc. (8.3%), Energy Transfer Lp (7.6%), Enterprise Products Partners Lp (7.1%). Go to all TORTX holdings, TORTX sectors, or TORTX dividends.
TORTX can be compared against other funds. Use TORTX overlap to find shared positions, or TORTX vs another fund for a side-by-side view. TORTX alternatives are available via the screener, along with tax-loss harvesting opportunities.